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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,844 | $106,008-68.1% | $92,240-63.3% | $147,586-77.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.57% | 50.05%-37.5pp | 176.29%-163.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $4,659 | $4,333+7.5% | $3,680+26.6% | $4,876-4.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $564 | $6,333-91.1% | $5,194-89.1% | $10,886-94.8% |